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OTC Markets

Specialized execution and compliance for OTCQX, OTCQB, and Pink markets

OTC Markets Expertise

Navigate over-the-counter markets with confidence through our specialized advisory services, market making capabilities, and regulatory compliance expertise.

150+
OTC Transactions
$2.5B+
Trading Volume Facilitated
98%
Compliance Success Rate

Market Tiers & Services

Comprehensive support across all OTC market tiers with tailored strategies for each trading venue.

Premium
🏆

OTCQX Best Market

The highest tier of OTC markets for established companies with significant assets and revenue.

  • Highest standards and transparency
  • Regular financial reporting required
  • Enhanced investor confidence
  • Lower trading costs vs. exchanges

Our Services:

Uplisting strategies, compliance management, market making, investor relations support

Standard
📊

OTCQB Venture Market

The middle tier for entrepreneurial and development stage companies.

  • Annual verification and management certification
  • $0.01 minimum bid price
  • Current financial disclosure
  • No SEC reporting requirements

Our Services:

Market entry strategies, compliance consulting, liquidity enhancement, uplisting preparation

Open
🔓

Pink Open Market

Open market with no minimum financial standards or reporting requirements.

  • No financial disclosure requirements
  • Limited information available
  • Higher risk investment
  • Lowest barrier to entry

Our Services:

Market making, disclosure strategies, regulatory guidance, upgrade pathway planning

Comprehensive OTC Services

End-to-end support for companies trading in over-the-counter markets.

⚖️

Regulatory Compliance

Navigate complex OTC regulations with expert guidance on disclosure requirements, market tier qualifications, and ongoing compliance obligations.

  • SEC compliance review
  • OTC Markets Group requirements
  • State blue sky law compliance
  • Ongoing monitoring and updates
💹

Market Making & Liquidity

Enhance trading liquidity and market quality through our network of institutional market makers and trading counterparties.

  • Liquidity provision strategies
  • Spread management
  • Volume enhancement programs
  • Market maker introductions
📈

Uplisting Strategies

Strategic roadmap for advancing from Pink sheets to OTCQB, OTCQX, or major exchanges with comprehensive preparation and execution.

  • Uplisting readiness assessment
  • Financial reporting optimization
  • Corporate governance enhancement
  • Timeline and milestone planning
🔍

Due Diligence & Disclosure

Comprehensive disclosure strategies and due diligence support to enhance transparency and investor confidence.

  • Financial disclosure optimization
  • Management certification support
  • Third-party verification services
  • Investor communication strategies

Our OTC Advisory Process

Systematic approach to maximizing opportunities in over-the-counter markets.

1

Market Assessment

Comprehensive evaluation of current market position, tier appropriateness, and strategic objectives.

2

Compliance Review

Detailed analysis of regulatory requirements and development of compliance roadmap.

3

Strategy Implementation

Execution of market tier optimization, liquidity enhancement, and disclosure strategies.

4

Ongoing Support

Continuous monitoring, compliance management, and strategic guidance for market evolution.

Navigate OTC Markets with Confidence

Connect with our OTC markets specialists to discuss your trading tier strategy and compliance requirements.

Speak with OTC Expert
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